Position in SYM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$21,223,873
-$32,354,330 QoQ
Shares Held
398,945
-55.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 83.2320244645252.ToString("F0")%
Shared 0.ToString("F0")%
None 16.767975535474815.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Derivatives in SYM
reported options exposure · as of Dec 31, 2025CallValue
$657,118
CallShares
11,044
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026UBS Group AG holds $9,926,978,150 across 74 Specialty Industrial Machinery names. SYM ranks #36 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,855,173 | $1,736,549,720 | |
| 2 | GEV |
GE Vernova Inc.
|
1,584,490 | $1,383,101,317 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,061,984 | $950,730,555 | |
| 4 | EMR |
Emerson Electric Co
|
6,430,904 | $842,577,039 | |
| 5 | ROK |
Rockwell Automation, Inc
|
2,180,027 | $782,368,083 | |
| 6 | GTLS |
Chart Industries Inc
|
2,320,833 | $479,832,222 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,599,685 | $416,382,005 | |
| 8 | FLS |
Flowserve Corp
|
4,795,339 | $352,505,368 |
All Filings in SYM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,223,873 | 398,945 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $53,578,203 | 900,474 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $657,118 | 11,044 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $59,601,001 | 1,105,770 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $35,129,062 | 904,223 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,547,565 | 917,742 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $76,798 | 3,800 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $23,200,636 | 978,517 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,525,865 | 144,562 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,787,603 | 50,842 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,889,520 | 108,656 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,836,568 | 94,225 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,709,091 | 110,951 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,143,193 | 96,781 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $708,930 | 31,039 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $432,609 | 36,232 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $223,997 | 19,478 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||